全职 Wealth Solution Consultant 工作, 薪水 up to SGD 6,000, Fort Financial Pte. Ltd. 公司招聘中 - Ricebowl

Company Overview

Fort Financial is an agency unit representing HSBC Group Pte Ltd. We deliver value-added Wealth Services Solutions, Wealth Management, and Consultancy, ensuring clients receive diligent, integrity-driven advice for their financial future.

Job Summary

You will provide holistic wealth management solutions by understanding clients’ financial goals, developing tailored plans, and monitoring portfolios to help clients grow and protect their wealth while achieving individual and team targets ethically.

Responsibilities

Analyze clients’ financial goals and objectives through in-depth discussions to tailor wealth solutions

Deliver comprehensive wealth management advice including investment, insurance, retirement, and estate planning

Establish and maintain long-term trusted advisor relationships with clients to support their financial wellbeing

Develop and implement customized financial plans that help clients grow and protect their wealth

Monitor and review client portfolios regularly to ensure alignment with evolving needs and market conditions

Stay informed on market trends and industry developments to provide timely, relevant financial advice

Meet individual and team performance targets while adhering to professional and ethical standards

Preferred competencies and qualifications

Diploma in Management, Accounting, Finance, Economics, Banking, or related field

Strong interest in wealth management and financial planning demonstrated through proactive learning or experience

Excellent communication, interpersonal, and relationship-building skills applied in client engagement

Analytical thinking with self-motivation and goal orientation to drive client outcomes

Willingness to obtain relevant licenses and certifications, supported by the company

Fort Financial is an agency unit representing HSBC Group Pte Ltd.

We pride ourselves at constantly providing value added Wealth Services Solutions, Wealth Management and Consultancy.

It is imperative to us to always ensure that our clients are treated with utmost integrity and diligence to the best of our abilities for the best for their financial future.